3,341 hedge funds and large institutions have $172B invested in IBM in 2025 Q2 according to their latest regulatory filings, with 300 funds opening new positions, 1,304 increasing their positions, 1,253 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,341
Holders Change
+125
Holders Change %
+3.89%
% of All Funds
44.79%
Holding in Top 10
120
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+27.66%
% of All Funds
1.61%
New
300
Increased
1,304
Reduced
1,253
Closed
114
Calls
$4.07B
Puts
$3.71B
Net Calls
+$355M
Net Calls Change
-$586M
Name Holding Trade Value Shares
Change
Shares
Change %
BSTWA
3401
Blake Schutter Theil Wealth Advisors
Ohio
-$301K -1,211 Closed
TIAM2
3402
Tru Independence Asset Management 2
Oregon
-$298K -1,206 Closed
IP
3403
Interval Partners
New York
-$270K -1,084 Closed
MYLI
3404
Meiji Yasuda Life Insurance
Japan
-$267K -1,072 Closed
B
3405
Bensler
Washington
-$266K -1,068 Closed
MAM
3406
Madison Asset Management
Wisconsin
-$264K -1,061 Closed
II
3407
Impact Investors
California
-$263K -1,059 Closed
RR
3408
Robotti Robert
-$249K -1,000 Closed
FMC
3409
First Merchants Corp
Indiana
-$242K -975 Closed
MPW
3410
Magnolia Private Wealth
Pennsylvania
-$239K -962 Closed
CIA
3411
Cascade Investment Advisors
Oregon
-$236K -950 Closed
S
3412
SharpePoint
Arizona
-$225K -941 Closed
HA
3413
HFG Advisors
Ohio
-$232K -931 Closed
CPA
3414
Capital Performance Advisors
California
-$230K -923 Closed
CA
3415
CGN Advisors
Kansas
-$228K -916 Closed
AFGAS
3416
Allegiance Financial Group Advisory Services
Virginia
-$226K -911 Closed
SC
3417
Schoolcraft Capital
Colorado
-$225K -906 Closed
TVAMP
3418
Tennessee Valley Asset Management Partners
Tennessee
-$221K -891 Closed
SA
3419
Scarborough Advisors
Maryland
-$219K -879 Closed
IAP
3420
Indie Asset Partners
Indiana
-$217K -873 Closed
WCM
3421
Wealthcare Capital Management
Virginia
-$210K -845 Closed
MFA
3422
McClarren Financial Advisors
Pennsylvania
-$107K -842 Closed
MWM
3423
Mittelman Wealth Management
Massachusetts
-$209K -840 Closed
AWM
3424
AAF Wealth Management
Massachusetts
-$207K -831 Closed
ACA
3425
Ackerman Capital Advisors
Texas
-$205K -824 Closed